International Private Wealth Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
2,789
+136
| +5% | +$135K | 2.37% | 8 |
|
|
2025
Q1 | $2.51M | Sell |
2,653
-170
| -6% | -$161K | 2.41% | 8 |
|
|
2024
Q4 | $2.59M | Buy |
2,823
+1,216
| +76% | +$1.11M | 2.57% | 8 |
|
|
2024
Q3 | $1.43M | Buy |
1,607
+7
| +0.4% | +$6.21K | 2.09% | 9 |
|
|
2024
Q2 | $1.36M | Buy |
1,600
+38
| +2% | +$32.3K | 2.29% | 7 |
|
|
2024
Q1 | $1.14M | Sell |
1,562
-154
| -9% | -$113K | 2.21% | 5 |
|
|
2023
Q4 | $1.13M | Buy |
+1,716
| New | +$1.13M | 1.12% | 20 |
|